CAAMX Mutual Fund

NAV$12.10

Returns Overview

1 Month
+0.30%
3 Months
+6.73%
6 Months
+6.70%
YTD
+6.32%
1 Year
+12.44%
3 Years (annualized)
+9.42%
5 Years (annualized)
+2.73%
10 Years (annualized)
+5.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAAMX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Barclays Global Aggregate (USD Hedged) Index(LEGATRUH)
This Mutual Fund (YTD)
+6.32%
Peer Avg (YTD)
+4.14%
vs Peers
+2.18%

CAAMX Mutual Fund Performance

CAAMX performance across multiple time periods: 1-month 0.30%, YTD 6.32%, 1-year 12.44%, 3-year 9.42%, 5-year 2.73%, 10-year 5.26%.

CAAMX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

CAAMX performance comparison shows side-by-side returns with another fund. CAAMX alternatives are available in the Mutual Fund Screener.